Views & News

Investor engagement can make a positive difference to poor mining communities

In a new era, investors need discipline

Inflation is not all bad news in emerging markets

In an environment of higher inflation, investors should increasingly favour dividend-paying stocks

Markets now collectively believe that central banks are behind the curve. Risk-aversion prevails

Rising yields are presenting interesting opportunities to income investors

Floating exchange rates are likely to limit the impact of rising US rates on emerging markets

A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.

The rotation from financials and cyclicals to defensives has reached an extreme last seen following the collapse of Lehmans

The world is a very different place to what it was a month ago. As ever, we seek strategic idiosyncratic change where hidden value can be unlocked through management actions